What to do when a user on my team leaves the company?

If someone on your team leaves the company (or no longer needs access to Streak), you can remove them via the Teams dashboard.

The removed user's boxes, pipelines, notes, and activity will still be accessible by all users that already had access. Any boxes that were assigned to this user, will be unassigned when they are removed from your team.

Email messages/threads they shared to boxes will become inaccessible unless another user in your team was on the message/thread. If the messages were only shared by the removed user, the messages will be considered outside of your team and will be inaccessible.

Retaining access to a user's email

When a user is removed from your team, they're removed from all of your team's pipelines. If a user is removed from a pipeline, the emails they boxed will become inaccessible.

You can retain these emails if you add that user as a Pipeline Guest to affected pipelines. This will grant their account access to your pipeline as a free user and also allow continued access to emails they've already shared. They will not contribute toward your team's member count.

Next steps

We do not recommend deleting or migrating & forwarding the user's Google account data.

As an alternative, we recommend renaming the account in G Suite – just let us know if the account has been renamed and we'll take it from there!

Circumstances that affect data

If a user's account is deleted or migrated, there is a risk for potential data loss. We've outlined the most common scenarios below:

The user has revoked permissions for Streak

If the user revokes Streak's access to their account (managed via Google Apps Permissions), you will no longer be able to access their shared emails. This can be reverted if that user logs back into Streak and re-authenticates their account.

Their account no longer exists in G Suite/Gmail

Streak does not store the contents of your emails on our servers. Deleting an account will delete all emails associated with it. We will be unable to display the shared threads if the account has been deleted.

This cannot be reverted. We strongly advise keeping the email address active in G Suite if possible.

Data that will be affected

Shared emails will become inaccessible in Streak

Attachments (from shared emails) will be removed from boxes within Streak